Afleveringen
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Podcast Episode Title:
"Jim Keyes on life beyond Blockbuster and 7-Eleven"
Summary:Today we sit down with Jim Keyes, former CEO of 7-Eleven and Blockbuster, to discuss leadership, navigating change, and the future of business in the digital age. Jim shares insights on the digital transformation of Blockbuster, the importance of character and confidence in leadership, and how businesses can embrace change rather than fear it. Tune in for an inspiring conversation filled with practical wisdom and forward-thinking strategies.
Timestamps:[00:00:00] Introduction: Host Garret Wong welcomes Jim Keyes, highlighting his background as the former CEO of 7-Eleven and Blockbuster
[00:03:00] The Blockbuster Digital Pivot – Jim reflects on Blockbuster’s attempt to transition into digital streaming with Movie Link and the challenges faced due to early Wi-Fi limitations.
[00:05:30] Leadership in Times of Crisis – The importance of adaptability in leadership, lessons from the 2008 financial crisis, and how fear can paralyze decision-making.
[00:07:00] The Three C’s: Change, Confidence, and Clarity – Jim discusses his leadership philosophy and why mastering these three traits is essential for success.
[00:09:00] The Future of Business and AI – How leaders should embrace AI, develop critical thinking skills, and foster collaboration in the digital age.
[00:13:00]Defining Success – Jim shares his personal definition of success and why a life of adventure and learning is the key to fulfillment.
About the Guest: Jim KeyesJim Keyes is a business leader, author, and philanthropist with a remarkable career. He served as the CEO of 7-Eleven and later as the CEO of Blockbuster, where he led efforts to transition the company into digital streaming. He is the author of Education is Freedom: The Future is in Your Hands and the founder of the Education is Freedom Foundation, which promotes educational opportunities for underserved youth. Throughout his career, Jim has been a passionate advocate for leadership development, innovation, and adapting to change.
Connect with Jim :Instagram
Facebook
LinkedIn
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Contact:For feedback or questions, reach us at https://garretwong.com/contact/
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Podcast Episode Title:
"Turning a Grass Cutting Hustle into an Eight-Figure Franchise"
Summary:Mike Andes is the founder of Augusta Lawn Care, an eight-figure international lawn maintenance franchise. Mike shares his journey from mowing lawns as a teenager to scaling a business with over 150 locations worldwide. We dive into his insights on business systems, franchising, pay-for-performance models, and the future of automation in the lawn care industry. If you're an entrepreneur looking for strategies to grow and scale your business, this episode is packed with value!
Timestamps:[00:00:00] Introduction: Host Garret Wong welcomes Mike as he introduces himself
[00:03:00] Mike’s Early Journey: Starting a business at 11, attending college at 13, and his pivot from medicine to lawn care.
[00:09:30] Overcoming Early Challenges: Struggles in the first few years of business, dealing with self-doubt, and near-fatal experiences that led to systematizing operations.
[00:25:00] Scaling Augusta Lawn Care: The journey from a solo operation to franchising, how Mike built systems to support 150+ locations, and why he structured the franchise model with a flat fee.
[00:45:00]Key Takeaways: Lessons in leadership, business automation, the future of the lawn care industry, and advice for aspiring entrepreneurs.
About the Guest: Mike AndesMike Andes is the founder of Augusta Lawn Care, an eight-figure international franchise dedicated to raising professionalism in the lawn care industry. With a background in medicine and business, Mike has built a scalable model that helps small business owners succeed. He is passionate about creating efficient systems, utilizing pay-for-performance models, and preparing for the future of automation in home services.
Connect with Mike:Augusta Lawn Care
Instagram
Facebook
LinkedIn
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Zijn er afleveringen die ontbreken?
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Podcast Episode Title:
"From NBA Star to Mentor | Cuttino Mobley's Journey"
Summary:Today we sit down with a legend & former NBA star Cuttino Mobley to discuss his incredible journey from professional basketball to life beyond the court. Cuttino shares his experiences in the NBA, insights on personal development, and his perspective on mentorship and resilience. Whether you're a basketball fan or simply looking for inspiration, this episode is packed with valuable lessons.
Timestamps:[00:00:00] Introduction: Overview of Cuttino Mobley's career and what listeners can expect.
[00:01:00] : Cuttino's early NBA years and how he became a standout player.
[00:4:30] Topic 2: Overcoming challenges, including his career-ending heart condition.
[00:7:45] Interview with Guest: Cuttino discusses the five categories of life, the importance of mentors, and his transition to life post-basketball.
[009:00] Key Takeaways: Insights on resilience, finding purpose, and Cuttino's advice for aspiring athletes and entrepreneurs.
About the Guest: Cuttino MobleyCuttino Rashawn Mobley is a former professional basketball player who shone in the NBA from 1998 to 2008. A standout at the University of Rhode Island, he was named the Atlantic 10 Player of the Year in 1998 and later drafted by the Houston Rockets. Known for his scoring ability and leadership, Cuttino also played in the Big3 league post-NBA and continues to inspire through mentorship and public speaking.
Connect with Cuttino :X
LinkedIn
Instagram
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Contact:For feedback or questions, reach us at https://garretwong.com/contact/
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Podcast Episode Title:
"From the Marines to House Hacking, Wholesaling and Flipping from a Distance"
Summary:In this episode, we sit down with Trevor Ahing, a former Marine turned real estate innovator, to discuss his creative approach to real estate investing. Trevor shares his journey from parkour athlete to Marine Corps veteran and how he transitioned into building wealth through his unique novation strategy. Learn about his win-win solutions for sellers, his passion for mentoring others, and his vision for the future of real estate.
Timestamps:[00:00:00] Introduction: Brief overview of Trevor's journey and the episode's focus on real estate innovations.
[00:03:00] Trevor's Background: From professional parkour to the Marine Corps and discovering real estate.
[00:09:30]Getting Started in Real Estate: How a seminar transformed his approach and led to house hacking and wholesale deals.
[00:25:00] The Novation Model: Trevor explains his collaboration-focused strategy and how it benefits sellers, agents, and investors.
[00:45:00] Key Takeaways: Insights into Trevor's process, systems for scaling remote investments, and his advice for new investors.
About the Guest: Trevor AhingTrevor Ahing is a creative real estate investor and the founder of BuyerBeater.com. A former Marine with eight years of service, Trevor discovered his passion for real estate while transitioning out of the military. His specialty lies in novation deals, a collaborative approach that maximizes value for sellers while creating profitable opportunities for investors. Trevor is also the creator of Buyer Beater University, where he mentors agents, wholesalers, and flippers on innovative real estate strategies.
Connect with Trevor:Youtube
LinkedIn
Instagram
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Podcast Episode Title:
"How to Protect Your Family in the Financial Crisis"
Summary:In this episode of Investing to Win, we sit down with Louis Scatigna, also known as "The Financial Physician." With over 36 years of experience as a financial planner, Louis shares his insights on how to navigate the complexities of personal finance, plan for retirement, and build a sustainable financial future. From his incredible journey into the financial world to his take on the impending economic challenges, this episode is packed with wisdom, practical tips, and compelling anecdotes.
Timestamps:[00:00:00] Introduction: Into to Louis and his career in finance
[00:03:00] Louis’ Career Journey: From microbiology major to financial planner and radio host.
[00:09:30]The Power of Broadcasting: How Louis leveraged his radio show to build his business
[00:25:00] Financial Literacy & Common Mistakes: Discussing debt, overspending, and saving for retirement.
[00:45:00] Key Takeaways: Strategies for financial freedom, the importance of financial literacy, and actionable steps to reduce debt and save for the future.
About the Guest: Louis ScatignaLouis Scatigna is a CERTIFIED FINANCIAL PLANNER™ Professional and the host of The Financial Physician podcast. Over the past 36 years, Louis has built a reputation as an expert in financial planning and literacy. He authored the book The Financial Physician and has been featured on major media outlets, including CNN, USA Today, and CNBC. Louis is passionate about simplifying complex financial concepts and helping people achieve financial independence.
Connect with Louis:LinkedIn
AFM Investments
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Podcast Episode Title:
"Life After the NHL with Laurie Boschman"
Summary:Laurie Boschman, a Canadian hockey legend who played 14 seasons in the NHL and served as the first captain of the Ottawa Senators. Laurie shares his journey from playing professional hockey to navigating life after retirement, including his passion for real estate, involvement with Hockey Ministries International, and advice for young athletes. It's an inspiring conversation about resilience, community, and finding significance beyond the rink.
Timestamps:[00:00:00] Introduction: Laurie's illustrious hockey career
[00:03:00] Early Days: Laurie’s childhood in Western Canada and his path to the NHL.
[00:09:30]NHL Journey: Career highlights, challenges, and pivotal moments.
[00:25:00] Transitioning After Hockey: Navigating life after retirement, exploring real estate, and joining Hockey Ministries International
[00:45:00]Key Takeaways: Laurie’s advice for young athletes, his definition of success, and reflections on legacy.
About the Guest: Laurie BoschmanLaurie Boschman is a former NHL center who played for teams such as the Toronto Maple Leaf's, Edmonton Oilers, Winnipeg Jets, New Jersey Devils, and Ottawa Senators over a 14-season career. He was the first captain of the Ottawa Senators and has since dedicated his life to impactful work, including real estate and Hockey Ministries International. Laurie also serves as President of the Ottawa Senators Alumni Association, contributing to his community through various charitable efforts.
Connect with Laurie:NHL
Facebook
LinkedIn
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Podcast Episode Title:
"Is Crypto the Future of Investing? Lark Davis Shares His Vision"
Summary:In this episode, I sit down with Lark Davis, a seasoned cryptocurrency investor, content creator, and educator, to break down the fundamentals of crypto investing. We explore Bitcoin, blockchain technology, and the growing adoption of cryptocurrencies by individuals, corporations, and even governments. Whether you’re a crypto novice or looking to deepen your knowledge, this episode is packed with insights to help you navigate this dynamic market.
Timestamps:[00:00:00] Introduction: Overview of the episode and guest introduction.
[00:03:00] Why Dubai? Lark shares his reasons for relocating to Dubai, from family considerations to a favorable business environment.
[00:09:30] Lark's Journey into Crypto: From English teacher to full-time crypto entrepreneur, Lark discusses his early days in the market and how content creation became his career.
[00:25:00] Breaking Down Bitcoin: An easy-to-follow explanation of Bitcoin, blockchain technology, and why Bitcoin has value.
[00:45:00] State-Sponsored Bitcoin Mining: Insights into how governments and corporations are integrating Bitcoin into their strategies, signaling growing mainstream adoption.
[00:50:00] Investing Wisdom for Beginners: Lark shares practical advice for new investors, from understanding volatility to allocating portfolios wisely.
About the Guest: Lark DavisLark Davis is a Bitcoin and cryptocurrency investor, educator, and content creator with years of experience navigating the market. Known for his approachable teaching style, he has built a large following on platforms like YouTube and X. Through his newsletter and courses, Lark helps investors understand and profit from the evolving world of crypto.
Connect with Lark:Website
Twitter
Instagram
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Podcast Episode Title:
"Bruce Buffer: The Voice of the Octagon and the Power of Branding"
Summary:Step into the octagon with Bruce Buffer, the iconic "Veteran Voice of the Octagon" for the UFC. In this episode, we explore his journey from personal motivation to global branding, the creation of his famous catchphrase "It's Time!", and how he's built a legacy that extends far beyond the UFC. Get inspired by Bruce's insights into passion, branding, and what it takes to succeed in and out of the spotlight.
Timestamps:[00:00:00] Introduction: A preview of Bruce Buffer's inspiring journey and topics of discussion.
[00:03:00] The Origin of "It's Time!": How Bruce's personal mantra became a global sensation.
[00:07:30] Adapting to the UFC's Evolution: Bruce shares his approach to staying relevant as the UFC evolves.
[00:10:45] Building a Personal Brand: Insights on consistency, adaptability, and creating a legacy.
[00:15:00] Key Takeaways: Lessons on success, relationships, and the value of passion-driven work.
About the Guest: Bruce BufferBruce Buffer is a professional mixed martial arts ring announcer and the official voice of the UFC octagon. Known for his electrifying catchphrase "It's Time!", Bruce has built a global brand recognized across sports and entertainment. As the President and CEO of The Buffer Partnership, Bruce has mastered the art of blending passion, performance, and entrepreneurship.
Connect with Bruce:Instagram
YouTube
Facebook
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Contact:For feedback or questions, reach us at https://garretwong.com/contact/
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Podcast Episode Title:
"Planning for Success and Exit with Saul Cohen"
Summary:Delve into the art and science of entrepreneurship with Saul Cohen, an accomplished accountant specializing in mergers and acquisitions for SMEs. Saul shares his inspiring journey from starting a tutoring business in university to becoming a trusted advisor for entrepreneurs looking to grow, optimize, and eventually sell their businesses. Tune in for actionable insights on business valuation, the importance of planning your exit early, and navigating the challenges of scaling successfully.
Timestamps:[00:00:00] Introduction: Saul’s expertise and the episode’s focus on business growth and exit strategies.
[00:03:00] Saul’s Journey: From student entrepreneur to founding a niche accountancy practice.
[00:13:30] Business Valuation Basics: Understanding EBITDA, multiples, and what makes a business attractive to investors.
[00:15:30] Coping with loss: the tragedy, the aftermath, and Blue’s survival.
[00:27:45] Private Equity Insights: How private equity drives growth and the concept of selling your business multiple times.
[00:40:00] Culture & Processes: Building a scalable business by creating simple, repeatable systems.
[01:03:00] Defining Success: Saul’s perspective on aligning with your purpose and enjoying the journey.
About the Guest: Saul CohenSaul Cohen is an accountant and entrepreneur based in the UK, specializing in mergers and acquisitions for SMEs. His unique background includes starting his own business during university, selling it, and gaining corporate experience at PwC. Today, Saul is passionate about helping business owners scale strategically, prepare for exits, and ensure their hard work translates into long-term success and fulfillment.
Connect with Saul:LinkedIn
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Podcast Episode Title:
"Losing Your Entire Family in a Car Accident: Grief, Resilience and Rediscovering Purpose"
Summary:Mason Sawyer, a Utah native, is a former basketball coach and psychology teacher whose life took a tragic turn after a devastating car accident in 2021. Having lost multiple family members in the incident, Mason now dedicates his life to raising his son, Blue, and spreading the message of the 10/90 Principle through public speaking and his podcast, The 10/90. His mission is to help others find strength in adversity and connect through open conversations about grief and mental health.
Timestamps:[00:00:00] Introduction: Overview of Mason’s journey and the 10/90 Principle.
[00:03:00] Mason’s life before 2021: basketball, family, and fulfilling dreams.
[00:15:30] Coping with loss: the tragedy, the aftermath, and Blue’s survival.
[00:25:45] Mason discusses finding purpose through public speaking, podcasting, and his message of resilience and mental health advocacy.
[00:45:00] Key Takeaways: The importance of embracing grief, staying present, and fostering connections through shared experiences.
About the Guest: Mason SawyerMason Sawyer, a Utah native, is a former basketball coach and psychology teacher whose life took a tragic turn after a devastating car accident in 2021. Having lost multiple family members in the incident, Mason now dedicates his life to raising his son, Blue, and spreading the message of the 10/90 Principle through public speaking and his podcast, The 10/90. His mission is to help others find strength in adversity and connect through open conversations about grief and mental health.
Connect with Mason:Instagram
The 10Ninety Podcast
10ninetyrule
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Podcast Episode Title:
"Lessons in Leadership: Steve Letkeman on Scaling a $24M Business"
Summary:In this episode with Steve Letkeman, General Manager at Letcar Mechanical Group, as he shares his incredible journey from a hospitality career to leading the largest mechanical contractor in Fort McMurray. Steve delves into business growth, overcoming challenges, and the invaluable lessons he’s learned about resilience, relationships, and redefining success. If you're an aspiring entrepreneur or a seasoned business owner, this episode offers insights and inspiration for navigating the complexities of business and life.
Timestamps:[00:00:00] Introduction: Overview of Steve’s career transition and the purpose of this episode.
[00:03:00] From Hospitality to Trades: Steve’s early career in hospitality and how it shaped his work ethic.
[00:15:30] Building Letcar in Fort McMurray: How Steve scaled Letcar to a $24M/year operation and the lessons learned from rapid growth.
[00:25:45] Interview with Steve Letkeman: Steve discusses Letcar’s diverse operations, including mechanical contracting, welding, and automotive repair, and the critical role of mentorship and relationships in business.
[00:45:00] Key Takeaways: Steve’s advice for entrepreneurs: know your market, keep overheads low, and build meaningful relationships.
About the Guest: Steve LetkemanSteve Letkeman is the General Manager of Letcar, the largest mechanical contractor in Fort McMurray. With over two decades of experience, Steve has led his team through significant growth and diversification, managing projects worth millions and mentoring the next generation of leaders. A passionate advocate for community and quality, Steve’s story inspires resilience and innovation.
Connect with Steve:Website
LinkedIn
facebook
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Podcast Episode Title:
"Project Buttercup: Inside My Secondary Suite Basement Conversion"
Episode Description:Welcome to a unique episode of Investing to Win! Today, we're stepping outside the studio and heading straight to Project Buttercup, my secondary suite conversion project in Winnipeg. Join me for an immersive, on-the-ground walkthrough as I share real-time insights and lessons learned from our rough-in inspection. From electrical tweaks to framing fixes, this episode dives into the nitty-gritty of turning a basement into a tenant-ready living space.
Whether you're an aspiring property investor or a seasoned pro, this episode offers practical advice on navigating the challenges of secondary suite conversions.
What You'll Learn in this Show:The key components of a rough-in inspection and why it’s critical to your project’s success.Common mistakes to avoid when dealing with permits and inspections.How to meet electrical and HVAC requirements, including HRV installation tips.The importance of planning ahead for framing, drywall, and insulation.Lessons from my first experience as a general contractor for a secondary suite.Resources:
Garret Wong
Justin Peters
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Podcast Episode Title:
"Building Value: Justin Goodbread on Scaling, Exits, and Entrepreneurial Success"
Summary:In this episode of Investing to Win, Garrett sits down with Justin Goodbread, a seasoned entrepreneur and business coach, to discuss the transformative power of building businesses designed for success—and eventual sale. Justin shares his insights on scaling businesses, achieving lucrative exits, and aligning your business goals with your life’s purpose. Whether you're a seasoned business owner or just starting, this episode is packed with actionable strategies and inspirational stories.
Timestamps:[00:00:00] Introduction: An introduction to Justin Goodbread and his path in business.
[00:03:00] Justin’s Journey: From starting his first business at 15 to achieving multiple successful exits, including an eight-figure sale in 49 months.
[00:15:30] The Exit Myth: Why 80% of business owners never sell their business and how to break that cycle.
[00:25:45] Building for Buyers: Strategies for creating a business that’s not only profitable but also valuable and transferable.
[00:45:00] Key Takeaways: Mindset shifts, creating impact, and Justin’s definition of winning in business and life.
About the Guest: Justin GoodbreadJustin Goodbread is a celebrated entrepreneur, author, and business coach with over 30 years of experience. Having started his first business at just 15, he has since built and exited seven companies, including a recent eight-figure sale. He specializes in helping seasoned business owners increase their company’s value and prepare for successful exits. A two-time best-selling author and host of The Justin Goodbread Show, Justin is passionate about educating and inspiring entrepreneurs.
Connect with Justin:Justin's Media Profile
Website
LinkedIn
Twitter
YouTube
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Podcast Episode Title:
"Purpose Over Profit: The Secret to Sustainable Success"
Summary:In this episode, we dive deep into market trends and technical analysis with Cary Artac, a seasoned expert in the field. We discuss practical strategies, insights into the latest market trends, and valuable advice on how to use technical analysis to make informed investment decisions. Whether you're a seasoned trader or just starting, this episode offers key insights to navigate today’s complex markets.
Timestamps:[00:00:00] Introduction: A quick look at what this episode covers, including the importance of technical analysis and market trends.
[00:03:00] Market and Technical Analysis: Cary Artac’s background in market analysis and how he developed his expertise in technical analysis.
[00:15:30] Navigating Trading: Understanding the basics of technical analysis and why it matters in today’s fast-paced trading environment.
[00:25:45]Technical Analysis: A detailed discussion with Cary about his analytical approach, and his strategies for leveraging market data effectively.
[00:45:00] Key Takeaways: Cary shares final thoughts on market forecasting, staying ahead of trends, and actionable insights for investors.
About the Guest: Cary ArtacCary Artac founded Artac Advisory Inc. in 1996 after a decade on the Chicago Board of Trade, where he provided technical market analysis to Chicago’s traders and brokerage firms. Cary’s expertise spans US stock indexes, Treasury instruments, and agricultural commodities. In recent years, Artac Advisory has increasingly focused on large-scale commodity producers, offering advice to grain, livestock, and energy sectors across North America. In 2021, Cary and his daughter Madeline launched WickedStocks.com, an online advisory service applying Cary’s extensive commodity analysis techniques to the stock market. Wicked Stocks’ mission is to provide directional clarity for the active stock trader and investor.
Connect with Cary :LinkedIn
wickedstocks
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Podcast Episode Title:
"Purpose Over Profit: The Secret to Sustainable Success"
Summary:In this episode, we welcome Mischa Zvegintzov, a digital marketing expert with over 550 podcast episodes and thousands of entrepreneur conversations under his belt. Mischa shares his journey from sales to digital marketing mastery and offers insights into his "Influence Army" approach. This episode is packed with tips on leveraging podcast guest appearances to grow your authority and impact.
Timestamps:[00:00:00] Introduction: Overview of James's background in the financial industry.
[00:03:00] Mischa’s Sales Beginnings: The foundational years in sales and how Mischa cold-called his way into entrepreneurship.
[00:15:30] Evolution to Digital Marketing: Mischa’s pivot from sales to mastering digital marketing and podcasting, including challenges and breakthroughs.
[00:25:45]Influence: Mischa introduces his "Influence Army" program and the importance of guest speaking for building credibility and authority.
[00:45:00] Key Takeaways: Actionable insights on leveraging guest speaking for business growth, plus advice for heart-centered entrepreneurs aiming to amplify their message.
About the Guest: Mischa ZvegintzovMischa Zvegintzov has spent the last three years immersed in digital marketing, dedicating extensive time to training and connecting with entrepreneurs. With over 550 podcast episodes to his name, Mischa now mentors heart-centered entrepreneurs to increase their influence and broadcast their message on a broader scale. His "Influence Army" initiative focuses on helping entrepreneurs leverage digital marketing for maximum impact.
Connect with Mischa :LinkedIn
Facebook
LinkedIn
Influencer Army
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Podcast Episode Title:
"From Rejection to Recognition: How David Drebin Created His Iconic Brand"
Summary:In this episode, I sit down with renowned multidisciplinary artist David Drebin. Known for his cinematic style and unique approach to photography, David shares his journey from a waiter with a passion for photography to becoming an internationally acclaimed artist and brand. Tune in as we explore his insights on entrepreneurship, overcoming rejection, and building a personal brand that stands the test of time.
Timestamps:[00:00:00] Introduction: David Drebin’s journey as an artist and entrepreneur
[00:03:00] David’s Background: David shares his early life, discovering photography in his 20s, and how a chance encounter with the medium led him to a lifelong passion.
[00:15:30] From Service to Product: David discusses his transition from being a hired photographer to developing his own brand and signature style that sets him apart.
[00:25:45]Interview with Guest: David speaks on entrepreneurship, the importance of rejection, and how artists can create value for others. He also talks about how working in the art business shaped his success.
[00:45:00] Key Takeaways: Highlights of David’s career advice, emphasizing the importance of ambition, patience, and providing value to others.
About the Guest: David DrebinDavid Drebin is a graduate of Parsons School of Design in NYC and a world-renowned multidisciplinary artist. His work includes photography, lightboxes, neon light installations, and diamond dust art. Known for his cinematic, dramatic style, David has exhibited in prestigious galleries worldwide and published eight art books, including "The Morning After" and "Flirting With Danger."
Connect with David:Instagram
LinkedIn
Website
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Podcast Episode Title:
"Mastering Financial Strategies with James Alexander: From Chessboard to Portfolio Management"
Summary:In this episode, I’m joined by James Alexander, a seasoned financial advisor and partner at Edge Financial Advisors. With over 15 years in the industry, James shares insights into navigating complex financial planning, the importance of goal setting, and how chess strategies can be applied to financial success. Whether you’re an entrepreneur or looking to improve your retirement plan, this conversation is packed with actionable tips!
Timestamps:[00:00:00] Introduction: Overview of James's background in the financial industry.
[00:03:00] Early Career Path: James shares his journey into finance, starting as a math major and transitioning into the world of investments.
[00:15:30] Becoming a Financial Advisor: Discussing his roles at Scottrade and TD Ameritrade, and what led him to Edge Financial Advisors.
[00:25:45]Interview with Guest: James talks about his philosophy on financial planning, using chess strategies, and helping clients holistically manage their wealth.
[00:45:00] Key Takeaways: The importance of setting specific financial goals, the role of mindset in achieving success, and how to avoid common financial pitfalls.
About the Guest: James AlexanderJames Alexander is a partner and wealth advisor at Edge Financial Advisors, where he provides personalized investment management and comprehensive financial planning to individuals and families. With degrees in Finance and Mathematics from Loyola University in Chicago, he has been in the financial services industry since 2009, previously holding positions at TD Ameritrade and Scottrade. His strategic, numbers-driven approach is complemented by a passion for educating his clients.
Connect with James:LinkedIn
Edge Financial Advisors
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Podcast Episode Title:
"Could Hurricanes Helene and Milton Have Been Prevented? Exploring Disaster Risk with Dr. Balfour Spence"
Summary:Episode Summary:
In this episode of Investing to Win, we welcome Dr. Balfour Spence, an expert in disaster risk management and food security. As hurricanes become more frequent and intense, we explore how communities can prepare and mitigate the impacts of natural disasters. Dr. Spence shares his unique insights into the difference between hazards and disasters, the importance of global collaboration, and how food security ties into disaster preparedness.
Timestamps:[00:00:00] Introduction: Garret Wong introduces the topic of disaster risk management in light of recent hurricanes and welcomes Dr. Balfour Spence to the show.
[00:03:00] Topic 1: Dr. Spence’s Background and Journey: Dr. Spence shares his journey into disaster risk management, starting in Jamaica during his time at the University of the West Indies.
[00:15:30] Topic 2: The Difference Between Hazards and Disasters: Explaining how hazards can occur without leading to disasters if proper risk management strategies are in place.
[00:25:45] Interview with Dr. Balfour Spence: Dr. Spence discusses the impact of climate change on the intensity of hurricanes like Helene and Milton, and the importance of food security in disaster-prone regions.
[00:45:00] Key Takeaways: The importance of global collaboration, sustainable agriculture, and early disaster preparedness in reducing the impact of natural disasters on communities.
About the Guest: Dr. Balfour SpenceDr. Balfour Spence is a professor at Brandon University with over 40 years of experience in disaster risk management and food security. He has worked as a consultant for international development agencies such as the United Nations and USAID, focusing on building resilience in disaster-prone regions. Dr. Spence has spearheaded initiatives to improve agricultural resilience, mitigate disaster impacts, and enhance food security in vulnerable areas.
Mentioned in this Episode:United Nations Food and Agricultural Organization (FAO)Japan International Cooperation Agency (JICA)Caribbean Disaster Emergency Management Agency (CDEMA)
Connect with Dr. Spence:LinkedIn
Get Involved:Subscribe to the podcast for more interviews with successful and interesting people! Review and follow us on social media for the latest updates.
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Contact:For feedback or questions, reach us at https://garretwong.com/contact/
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Podcast Episode Title:
"From Teen Investor to Global Business Leader: The Journey of Charlie Panayi"
Summary:In this episode, we sit down with Charlie Panayi, a self-made millionaire and Managing Director of Red Squirrel Property Shop. Charlie shares his entrepreneurial journey, from buying his first property at 18 to building high-value property portfolios and acquiring businesses globally. Tune in to discover how Charlie leverages real estate and business investments to scale success and his insights on community, mentorship, and professional growth.
Timestamps:[00:00:00] Introduction: Overview of Charlie Panayi's background in property investment and global business.
[00:03:00] Charlie’s early beginnings in real estate: Buying his first property at 18 and becoming a self-made millionaire by 25.
[00:15:30] Transition from real estate to global business acquisitions: Charlie’s first business purchase and key strategies for success.
[00:25:45]Leveraging business partnerships: Charlie discusses community building, and mentorship in scaling businesses worldwide.
[00:45:00] Key Takeaways: Importance of freedom and happiness in defining success, practical advice on buying businesses, and insights on maintaining work-life balance.
About the Guest: Charlie PanayiCharlie Panayi is a seasoned entrepreneur who bought his first property at 18 and became a self-made millionaire by 25. He has held leadership roles as the regional director of European property for API Global and head of international property investment for deVere. Currently, he is the Managing Director of Red Squirrel Property Shop, a multi-award-winning real estate company. Beyond real estate, Charlie mentors aspiring entrepreneurs and invests in businesses globally.
Connect with Charlie:LinkedIn
Charlie's Website
Red Squirrel Property
Get Involved:Subscribe to the podcast for more interviews with successful and interesting people! Review and follow us on social media for the latest updates.
Subscribe & Follow:Spotify
Apple Podcasts
YouTube
Contact:For feedback or questions, reach us at https://garretwong.com/contact/
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Podcast Episode Title:
"Exit Strategy 101: Preparing Your Business for a Profitable Sale"
Summary:In this episode, we sit down with Adam Koós, a seasoned financial advisor and expert in business transition planning. Adam shares his insights on how business owners can plan successful exits, maximize their business value, and secure a fulfilling retirement. Whether you're a small business owner or planning your future exit, Adam's advice will help you prepare for a smooth transition.
Timestamps:[00:00:00] Introduction: Overview of the episode and Adam’s background in financial advising and business transitions.
[00:03:00] Adam's Journey: From aspiring trauma surgeon to financial advisor—how Adam pivoted into the world of finance.
[00:15:30] The Importance of Business Transition Planning: Why business owners should start planning their exit strategy early, and the common pitfalls they face.
[00:25:45]Interview with Adam: Adam discusses the creation of his companies, Libertas Wealth Management and Elevate and Exit, and how they help business owners with financial and transition planning.
[00:45:00] Key Takeaways: Adam emphasizes the need to start planning early, the benefits of transitioning your business smoothly, and how it can lead to a better retirement.
About the Guest: Adam KoósAdam Koós is the president of Libertas Wealth Management in Columbus, Ohio. He is a Certified Financial Planner® (CFP), Chartered Market Technician® (CMT), and Certified Exit Planning Advisor (CEPA). Adam specializes in helping business owners transition their companies, ensuring they maximize their business value and secure their financial futures. He has been featured in major publications like The Wall Street Journal and Investopedia.
Connect with Adam:LinkedIn
Libertas Wealth Management
Elevate and Exit
Get Involved:Subscribe to the podcast for more interviews with successful and interesting people! Review and follow us on social media for the latest updates.
Subscribe & Follow:Spotify
Apple Podcasts
YouTube
Contact:For feedback or questions, reach us at https://garretwong.com/contact/
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